Using Exact Forms when access to QB uses organizations SSO

I obtained the 64-bit version of the QB Exact Form template and I edited the template with my form fields, etc. But when I select the "Save to QuickBase" option under add ins, I am prompted for my QB domain, Application Token, Username, and Password.  

It is not accepting my login because, I believe, my organization has SSO enabled.

Is there anyway to get the Exact Form to work with SSO access?  Or can I manually create the HTML files?

In short are there any workarounds or am I not able to use Exact Forms if QB is set up to use SSO for access?

I've opened a support ticket, but thought I would post to the community to see if anyone has encountered this and found a work around.

Also, interested in suggestions for other options.  Basically, I need to generate a simple memo that inserts values from certain fields (including items from a Report Link field). 

If I can do this using a Code Page in QB and just print from the browser, that should be fine. I don't need perfect formatting. It would be nice, but for what I need I can get by with CSS formatting. But I don't know how to get a Code Page to allow a user to select a specific record from a table and pull values from that record.

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Paul Easton
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